Liberty Wealth Management LLC First Tr Morningstar Dividend Transaction History

Liberty Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$33.36 - $35.96 $448,124 - $483,050	-13,433 Reduced 66.07%	6,898 $233,000
Q2 2023 Aug 10, 2023	SELL	$33.19 - $36.38 $207,703 - $227,666	-6,258 Reduced 23.54%	20,331 $691,000
Q1 2023 May 03, 2023	SELL	$33.91 - $38.26 $4,306 - $4,859	-127 Reduced 0.48%	26,589 $943,000
Q3 2022 Nov 15, 2022	BUY	$32.13 - $37.78 $14,587 - $17,152	454 Added 1.73%	26,716 $858,000
Q2 2022 Aug 15, 2022	BUY	$34.6 - $39.18 $908,665 - $1.03 Million	26,262 New	26,262 $909,000

382

62.9M

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